J.W. Jarvis Investment Advisors

Overview

J.W. Jarvis Investment Advisors is a sole-proprietor RIA focused on discretionary portfolio management for individual and family clients, including small businesses. The firm charges clients a percentage-of-AUM fee and operates as a small, single-adviser practice rather than a multi-state or multi-adviser shop. Its stated investment orientation favors exchange-traded equities while maintaining a preference for fixed-income exposure, suggesting a blended approach that balances growth-oriented holdings with income and capital preservation. The firm is not positioned as a capital allocator or pension consultant, and it does not flag active ESG investing. It lists a broker-dealer affiliation, which typically supports custody and trade execution for the firm’s equity and fixed-income strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices